Nevada Family Wealth
Wealth Planner, RJFS
“Planning could be the difference between success and failure. How confident are you about your current wealth management plan?”
Before establishing Nevada Family Wealth, an independent practice aligned with Raymond James in Reno, NV in 2012, Jim was a financial advisor at Edward Jones for 12 years. He is a CERTIFIED FINANCIAL PLANNER™ professional who earned his CFP® certification in 2007.
Prior to pursuing a career as a financial advisor, Jim taught high school English and served as an assistant football coach at Silverado High School in Las Vegas. This experience taught him that listening is as important as the ability to teach. Jim graduated from the University of Nevada, Reno with a Bachelor of Arts degree in education in 1998.
Jim wakes up each morning with the goal of making a positive difference in his client’s lives. He is steadfast in his belief that Big. Picture. Wealth. Planning. makes a difference. Growing up, his family was very blessed to have an outstanding insurance agent who insisted that his parents carry an umbrella liability insurance policy even though they really didn’t see the immediate need. They accepted his recommendation based on trust built over years of doing business together.
On July 4, 1993, Jim’s parents were involved in a horrific car crash while on vacation in California. The accident resulted in significant damages, both personally and financially. The umbrella liability policy protected his parents from personal bankruptcy. It also ensured that Jim’s college plans would not be altered. Jim strives to build trusted client relationships just like his parent’s insurance agent. He believes by doing this he will be able to continue to pay it forward with his clients every day.
As an Eagle Scout, Jim understands the value of serving his community. He currently sits on the board of directors for the Estate Planning Council of Northern Nevada. Jim also serves on the planned giving advisory council for the University of Nevada, Reno and is a member of the professional advisor council for the Parasol Tahoe Community Foundation.
Jim and his wife, Erin, enjoy traveling and sharing unique experiences with their two children, Avery & Carter.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.